Streamlines your conveyancing processes by combining key steps into a single, user-friendly digital portal.
Features
Client On-Boarding
Guide clients through a clear and intuitive process, minimising confusion.
Features
Search Ordering
Search pack orders are automated from the purchase property postcode collected at the time of quote generation.
Features
ID & AML Check
Secure and compliant identity checks and anti-money laundering checks on all clients and related clients.
Features
Proof of Funds
We collect relevant information on the client’s financial resources for a transaction, requesting appropriate supporting documents based on the source of funds.
Features
TA Protocol Forms
All relevant TA forms based on transaction and property type are completed digitally with e-signatures.